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Table of Contents
1.1 Creating a shortcut
1.2 Adding a new CRM User & Home Panels v3.5
2. Contact Management
2.1 Adding Contacts v3.5
2.2 Editing Contacts v3.5
2.3 Contact Notes v3.5
2.4 Contact Files v3.5
2.5 Emailing Contacts v3.5
2.5.1 Mailto: Functionality
2.5.2 Validated Email Options
2.7 Importing data
3.1 Quick Search
3.2 Advanced Search
3.3 Merge Functionality v3.5
3.3.1 Creating Templates v3.5
3.3.2 Word/PDF Files v3.5
3.3.3 Excel Export v3.5
3.3.4 Sending bulk emails
3.4 Creating & Managing Groups
4. Task & Calendar
4.1 Tasks via a Contact/Company
4.2 Tasks via Calendar v3.5
4.3 Share with Outlook via Ical
4.4 Share with Gmail desktop & phone via iCal
4.5 Share Calendar with iPhone
5.1 Add Targets
5.2 Adding a Forecast
5.3 Adding Actuals
5.4 Forecast Reports
6. Client List
7.1 Event Setup
7.1.2 Offers & Options
7.2 Building Data
7.3 Event Homepanels
7.4 Appointing Data
7.5 Event Day Preparation
7.6 Presentation Matrix Tool
7.7 Event Reports
8. Record Security (In Progress)
8.1 CRM Options/User Options
8.2 Two Factor Authentication
9.1 Appendix A
9.2 Appendix B
N.B. Left click any image to expand:
There are two areas to view Forecast reports: your Home page can be set to show home panels with Forecast information and the Forecast Report area.
There are a number of different forecasting home panels to display forecast figures in a number of ways:
Against monthly target
Forecasts for the week
Using the date picker you can select a date to review the Forecasts, by department, by user.
To see more about home panels click here.
The date, user, stream and department filters can be applied as required
All but the League Tables can be printed as a PDF.
Each forecast by stream is listed, showing % chance of success, Net amount based on %, Due date for the deal and By and can be edited by click the green pencil Fig.3
, or the business viewed by clicking on the Client name. To export all or a selected number of forecasts, use the tick boxes Fig.3
and your preferred Export method Fig.3
The table at the bottom shows Actual, Target, % achieved, amount needed, Gross forecast potential, Net forecast potential and Forecast is Actual + Net Potential, % is of target achieved of Actual + Net Potential.
List of all active forecasts by Due date with forecasts Gross & Net by 3 months from month selected. Businesses highlighted in green are businesses that have not had a Forecast before Fig.4
, and dates in red are overdue Fig.4
Shown by User, with report table shows Actual, Target, % achieved, amount needed, Gross forecast potential, Net forecast potential and Potential is Actual + Net Potential, % is of target achieved of Actual + Net Potential.
Shown by User over the quarter, across each month and by stream over the quarter showing Actual, Target, % achieved, amount needed, Gross forecast potential, Net forecast potential and Forecast is Actual + Net Potential, % is of target achieved of Actual + Net Potential.
The quarters are split as Jan-Mar, Apr-Jun, Jul-Sep & Oct-Dec, not as the month selected and two subsequent months.
To create competition these league tables can be used across Location Fig. 7
- if you have multiple CRMs in your group it will display each CRMs Target, Actual, % achieved against target, and their Net Forecast amount, and also by Users Fig. 7
, displaying their CRM location too. There are buttons to select to see across Month, Quarter and Annual totals Fig. 7
. Please note, the department filter does not work in this report.
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